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iShares Select Dividend ETF

1,012 hedge funds and large institutions have $7.77B invested in iShares Select Dividend ETF in 2019 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 304 increasing their positions, 317 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,012
Holders Change
+99
Holders Change %
+10.84%
% of All Funds
19.98%
Holding in Top 10
49
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.89%
% of All Funds
0.97%
New
158
Increased
304
Reduced
317
Closed
47
Calls
$15.1M
Puts
$22.8M
Net Calls
-$7.69M
Net Calls Change
-$33.2M
Name Holding Trade Value Shares
Change
Shares
Change %
1SB
676
1ST Source Bank
Indiana
$376K -$63.5K -602 -14%
SFG
677
SNS Financial Group
Minnesota
$376K +$18.3K +173 +5%
APW
678
Aurora Private Wealth
New Jersey
$374K +$374K +3,539 New
ST
679
Sabal Trust
Florida
$371K -$7.92K -75 -2%
FT
680
Fiduciary Trust
Massachusetts
$371K +$73.8K +700 +25%
TCBWMS
681
Texas Capital Bank Wealth Management Services
Texas
$371K +$371K +3,511 New
WJWM
682
Williams Jones Wealth Management
New York
$370K
FWM
683
FSA Wealth Management
Massachusetts
$370K +$370K +3,500 New
ACM
684
Azimuth Capital Management
Michigan
$369K
CA
685
Cambridge Advisors
Nebraska
$369K
EP
686
Eudaimonia Partners
Tennessee
$368K +$368K +3,485 New
NGA
687
Naples Global Advisors
Florida
$366K +$366K +3,460 New
RG
688
Retirement Group
California
$365K +$365K +3,454 New
BOPW
689
Brandywine Oak Private Wealth
Pennsylvania
$364K
ODG
690
O'Dell Group
Ohio
$362K
SIC
691
Sigma Investment Counselors
Michigan
$361K -$8.44K -80 -2%
KPCM
692
Kings Point Capital Management
New York
$361K +$42.2K +400 +13%
PGWM
693
Parisi Gray Wealth Management
New Jersey
$358K
CB
694
Cadence Bank
Mississippi
$355K
AWE
695
Avidian Wealth Enterprises
Texas
$354K +$317 +3 +0.1%
AIA
696
Arbor Investment Advisors
North Carolina
$352K -$21.9K -207 -6%
BSA
697
Bull Street Advisors
Georgia
$351K
MIA
698
MainStreet Investment Advisors
Illinois
$348K +$348K +3,295 New
WQ
699
Wealth Quarterback
New Jersey
$348K +$348K +4,092 New
AWM
700
Affinity Wealth Management
Delaware
$347K